PLANADVISER - November/December 2017 - 5
Focus.
Your partner in retirement.
At CUNA Mutual Retirement Solutions, our focus is on you and
your success. We partner with you to understand your unique
goals, challenges and opportunities - and introduce the right
resources to eff ectively improve your results.
Together we can make retirement more accessible.
CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualifi ed Plan Consultants, Inc.,
a CUNA Mutual Group member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual
insurance holding company, its subsidiaries and affi liates. Annuity insurance products are issued by CMFG Life Insurance Company,
located in Madison, Wisconsin. Each insurer is solely responsible for the fi nancial obligations under the policies and contracts it issues.
Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way,
Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve
investment risk, may lose value, and are not obligations of or guaranteed by the fi nancial institution. Representatives off er retirement
and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their own advisors.
CMRS-1555923.1-0716-0818 © CUNA Mutual Retirement Solutions, 2016 All Rights Reserved.
Learn how the
Retirement Advisor Institute
can help.
Allow us to
get to know you.
cunamutualrs.com
800.491.7859
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http://www.cunamutualrs.com
PLANADVISER - November/December 2017
Table of Contents for the Digital Edition of PLANADVISER - November/December 2017
The Next Step
2017 PLANADVISER National Conference
2017 Practice Benchmarking Survey
Aggressive Plan Design
Professional Groups
The Value of Fixed Income
PLANADVISER - November/December 2017 - C1
PLANADVISER - November/December 2017 - FC1
PLANADVISER - November/December 2017 - FC2
PLANADVISER - November/December 2017 - C2
PLANADVISER - November/December 2017 - 1
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PLANADVISER - November/December 2017 - 3
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PLANADVISER - November/December 2017 - 5
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PLANADVISER - November/December 2017 - 29
PLANADVISER - November/December 2017 - The Next Step
PLANADVISER - November/December 2017 - 31
PLANADVISER - November/December 2017 - 32
PLANADVISER - November/December 2017 - 33
PLANADVISER - November/December 2017 - 2017 PLANADVISER National Conference
PLANADVISER - November/December 2017 - 35
PLANADVISER - November/December 2017 - 36
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PLANADVISER - November/December 2017 - 44
PLANADVISER - November/December 2017 - 45
PLANADVISER - November/December 2017 - 2017 Practice Benchmarking Survey
PLANADVISER - November/December 2017 - 47
PLANADVISER - November/December 2017 - 48
PLANADVISER - November/December 2017 - 49
PLANADVISER - November/December 2017 - 50
PLANADVISER - November/December 2017 - 51
PLANADVISER - November/December 2017 - 52
PLANADVISER - November/December 2017 - 53
PLANADVISER - November/December 2017 - Aggressive Plan Design
PLANADVISER - November/December 2017 - 55
PLANADVISER - November/December 2017 - 56
PLANADVISER - November/December 2017 - Professional Groups
PLANADVISER - November/December 2017 - 58
PLANADVISER - November/December 2017 - 59
PLANADVISER - November/December 2017 - The Value of Fixed Income
PLANADVISER - November/December 2017 - 61
PLANADVISER - November/December 2017 - 62
PLANADVISER - November/December 2017 - 63
PLANADVISER - November/December 2017 - 64
PLANADVISER - November/December 2017 - C3
PLANADVISER - November/December 2017 - C4
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